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Vanguard S&P 500 ETF

2,737 hedge funds and large institutions have $167B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 1,308 increasing their positions, 903 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,737
Holders Change
+82
Holders Change %
+3.09%
% of All Funds
39.67%
Holding in Top 10
638
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.75%
% of All Funds
9.25%
New
215
Increased
1,308
Reduced
903
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
1026
Wakefield Asset Management
Colorado
$5.72M -$129K -269 -2%
AIA
1027
Alera Investment Advisors
Illinois
$5.71M -$4.49M -9,344 -44%
NFG
1028
Nations Financial Group
Iowa
$5.69M +$2.55M +5,306 +81%
SFS
1029
Summit Financial Strategies
Ohio
$5.64M +$398K +828 +8%
PWW
1030
Pettyjohn Wood & White
Virginia
$5.63M +$32.7K +68 +0.6%
MG
1031
Mather Group
Illinois
$5.62M -$463K -1,059 -8%
OSAM
1032
O'Shaughnessy Asset Management
Connecticut
$5.61M +$2.19M +4,565 +64%
HI
1033
Horizon Investments
North Carolina
$5.6M +$2.98M +6,197 +114%
LWM
1034
Luminvest Wealth Management
Arizona
$5.59M +$10.2K +20 +0.2%
WF
1035
Warner Financial
Maryland
$5.58M +$698K +1,453 +14%
WWS
1036
Wellington Wealth Strategies
Indiana
$5.55M +$5.55M +11,537 New
LIA
1037
Luken Investment Analytics
Tennessee
$5.54M -$445K -926 -7%
KWM
1038
Keating Wealth Management
Colorado
$5.53M +$1.15M +2,386 +26%
SMA
1039
Seven Mile Advisory
New Jersey
$5.53M +$141K +293 +3%
AWMS
1040
Advocacy Wealth Management Services
Georgia
$5.53M -$106M -219,930 -95%
AFG
1041
Atomi Financial Group
New York
$5.52M +$2.99M +6,212 +118%
BWP
1042
BSW Wealth Partners
Colorado
$5.51M +$62K +129 +1%
AFO
1043
Arrowroot Family Office
California
$5.5M -$22.6K -47 -0.4%
GA
1044
GSG Advisors
New Jersey
$5.5M -$544K -1,139 -9%
MTWM
1045
Masso Torrence Wealth Management
New Jersey
$5.49M +$194K +403 +4%
BFS
1046
Bradley Foster & Sargent
Connecticut
$5.49M +$71.6K +149 +1%
TCA
1047
Transcend Capital Advisors
New Jersey
$5.49M +$1.55M +3,215 +39%
HF
1048
HRT Financial
New York
$5.48M +$3.9M +8,113 +246%
AWAG
1049
ARS Wealth Advisors Group
Florida
$5.47M +$124K +257 +2%
TWM
1050
Tanager Wealth Management
United Kingdom
$5.47M -$75.5K -157 -1%